Tag Archives: Retirement Planning

Pensions Centrelink – Earn more before aged pension is affected – Work bonus increase from 1 Jul 2019

The Government has announced a Work Bonus increase from 1 July 2019 – which means you can earn more before your aged pension is affected – great news! The Work Bonus is increasing. Centrelink will also apply it to self-employment … Continue reading

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CASE STUDY – Charlie & Pauline – Expanding property investment through super

Charlie and Pauline already had invested in property, and with a trusted advisor they explored the idea of expanding their property investment through super. (There are 5 easy steps to planning anything – start where you are at, decide what … Continue reading

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Pensions – Budget April 2019 – Raising the age for the Work Test to apply – and other changes at a glance

Changes to the age for the Work Test was one of the superannuation announcements made by the Government ahead of the release of the 2019 Budget. The Government proposes that, from 1 July 2020, people aged 65 or 66 will … Continue reading

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Basics about Super – Paying Super for Small Business – Small Business Superannuation Clearing House (SBSCH)

The Australian Tax Office (ATO) has a service called the Small Business Superannuation Clearing House, designed to help small business (with less than 19 employees) meet their super obligations as employers. Here is what the ATO site says – The … Continue reading

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How to succeed with Transition to Retirement TTR or TRIS – Basics about Super

A TTR (Transition to Retirement) is a method for topping up your income as you approach retirement. It helps you supplement your work income with a super pension, enabling you to work less or part-time. It is good to see … Continue reading

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CASE STUDY – Kate & Roger – Doing the best in the last 15 yrs and preparing for Retirement

Kate and Roger were hard workers – one in a management position in public service, the other in a good company. They wanted to retire in 15 years if possible and knew they needed to plan quickly for retirement to … Continue reading

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CASE STUDY – Paul & Paula – Supporting Elderly Mother and Preparing for Retirement

Paul and Paula had her elderly mother living with them so they could provide the best care they could. He also had his consultancy, and Paula worked part-time around her mother. They knew they needed to plan quickly for retirement … Continue reading

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